Efficient and compliant application submissions are essential for growth in the annuity market, but paper-based processes, high error rates, and long cycles frustrate clients and slow business. With rising regulatory demands and client expectations for faster service, a streamlined submission solution is critical.
Managing carrier forms, ensuring compliance, reducing errors, and adapting to regulatory demands can be overwhelming as you scale. As digital transformation reshapes the industry, these challenges will grow. Firms will need to handle more submissions faster, all while maintaining accuracy and compliance.
AnnuityNet is designed to revolutionize annuity application submissions. This all-in-one platform empowers carriers to digitize the process with built-in suitability questionnaires and automated validation. Helping substantially increase IGO rates and next-day policy issuance, AnnuityNet lets distributors and carriers focus on sales—not paperwork.
Helps increase IGO rates through automated validation and streamlined application workflows
Enables next-day policy issuance through efficient digital submissions and automated compliance checks
Users can manage application forms, screens, questions, and rules without developer assistance
Most widely used annuity application platform by carriers and the preferred solution for bank and broker-dealer channels
Easy integration with back-office systems and producer platforms for efficient application submission
Built on a secure, robust, scalable, and redundant SaaS platform with ISO 27001 Certification
Contact our team to discover how AnnuityNet can streamline your submissions while maintaining compliance and accuracy.
